True Wealth Design, LLC Purchases in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CUBE
Cube Smart

Real Estate
111
+ 15.99%
$38.71 - $43.34 $4.3K - $4.81K
805 $32.7M
WF
Woori Financial Group Inc.

Financial Services
57
New
$49.62 - $57.76 $2.83K - $3.29K
57 $3.2M
ALLY
Ally Financial Inc.

Financial Services
81
+ 122.73%
$36.95 - $44.58 $2.99K - $3.61K
147 $5.76M
DISV
Dimensional ETF Tr Dimensional

ETFs
89
New
$32.78 - $35.79 $2.92K - $3.19K
89 $3.19M
KELYA
Kelly Services Inc

Industrials
221
+ 108.87%
$12.07 - $14.64 $2.67K - $3.24K
424 $5.56M
URI
United Rentals, Inc.

Industrials
1
+ 9.09%
$774.14 - $975.23 $774 - $975
12 $11.5M
ALHC
Alignment Healthcare, Inc.

Healthcare
176
+ 880.0%
$11.64 - $17.53 $2.05K - $3.09K
196 $3.42M
MDXG
Mimedx Group, Inc.

Healthcare
450
New
$6.1 - $7.31 $2.75K - $3.29K
450 $3.14M
STN
Stantec Inc

Industrials
29
+ 322.22%
$105.75 - $112.26 $3.07K - $3.26K
38 $4.1M
Thomson Reuters Corp
22
+ 314.29%
N/A
29 $4.51M
LAD
Lithia Motors Inc

Consumer Cyclical
10
+ 250.0%
$284.47 - $356.6 $2.84K - $3.57K
14 $4.42M
MAA
Mid America Apartment Communities Inc.

Real Estate
26
+ 38.24%
$138.38 - $153.2 $3.6K - $3.98K
94 $13.1M
Ibotta Inc
109
New
N/A
109 $3.04M
MGRC
Mcgrath Rentcorp

Industrials
25
+ 43.86%
$113.6 - $127.77 $2.84K - $3.19K
82 $9.62M
AVEM
American Centy ETF Tr Avantis

ETFs
40
New
$68.33 - $75.41 $2.73K - $3.02K
40 $3.01M
ACCO
Acco Brands Corp

Industrials
703
+ 158.69%
$3.44 - $4.2 $2.42K - $2.95K
1.15K $4.57M
EAT
Brinker International, Inc

Consumer Cyclical
24
+ 2400.0%
$126.68 - $184.02 $3.04K - $4.42K
25 $3.17M
SDRL
Seadrill Limited

Energy
14
+ 2.17%
N/A
660 $19.9M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
184
+ 736.0%
$8.73 - $17.04 $1.61K - $3.14K
209 $3.22M
NTCT
Netscout Systems Inc

Technology
88
+ 12.7%
$20.77 - $26.06 $1.83K - $2.29K
781 $20.2M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
73
+ 58.4%
$42.9 - $46.83 $3.13K - $3.42K
198 $8.5M
USCI
United States Commodity Index Funds Trust

ETFs
38
New
$72.95 - $78.86 $2.77K - $3K
38 $2.96M
TPC
Tutor Perini Corp

Industrials
38
+ 158.33%
$45.65 - $66.81 $1.73K - $2.54K
62 $4.07M
NXPI
Nxp Semiconductors N.V.

Technology
5
+ 2.56%
$205.16 - $239.07 $1.03K - $1.2K
200 $45.5M
OGE
Oge Energy Corp.

Utilities
62
+ 172.22%
$43.46 - $46.27 $2.69K - $2.87K
98 $4.54M
TCOM
Trip.Com Group LTD

Consumer Cyclical
39
New
$58.74 - $78.52 $2.29K - $3.06K
39 $2.93M
Kodiak Gas Svcs Inc
79
New
N/A
79 $2.92M
PDD
Pinduoduo Inc.

Consumer Cyclical
22
New
$102.41 - $134.86 $2.25K - $2.97K
22 $2.91M
AIZ
Assurant, Inc.

Financial Services
13
+ 1300.0%
$184.56 - $218.69 $2.4K - $2.84K
14 $3.1M
NTES
Net Ease, Inc.

Communication Services
19
New
$127.31 - $159.34 $2.42K - $3.03K
19 $2.89M
AAT
American Assets Trust, Inc.

Real Estate
140
+ 736.84%
$18.7 - $21.32 $2.62K - $2.98K
159 $3.23M
RSG
Republic Services, Inc.

Industrials
19
+ 21.59%
$225.33 - $246.01 $4.28K - $4.67K
107 $24.6M
NRG
Nrg Energy, Inc.

Utilities
17
+ 24.29%
$144.77 - $173.91 $2.46K - $2.96K
87 $14.1M
EHAB
Enhabit, Inc.

Healthcare
355
+ 7100.0%
$6.52 - $8.28 $2.31K - $2.94K
360 $2.88M
LFST
Life Stance Health Group, Inc.

Healthcare
515
+ 17166.67%
$3.79 - $5.63 $1.95K - $2.9K
518 $2.85M
BCH
Bank Of Chile

Financial Services
93
New
$27.32 - $30.97 $2.54K - $2.88K
93 $2.82M
SPOT
Spotify Technology S.A.

Communication Services
7
+ 23.33%
$620.01 - $738.53 $4.34K - $5.17K
37 $25.8M
Noble Corp PLC
59
+ 9.26%
N/A
696 $19.7M
JD
Jd.Com, Inc.

Consumer Cyclical
79
New
$30.39 - $35.64 $2.4K - $2.82K
79 $2.76M
VALE
Vale S.A.

Basic Materials
227
+ 93.8%
$9.53 - $10.95 $2.16K - $2.49K
469 $5.09M
FFIC
Flushing Financial Corp

Financial Services
197
+ 1790.91%
$11.8 - $14.39 $2.32K - $2.83K
208 $2.87M
FRME
First Merchants Corp

Financial Services
75
+ 49.34%
$37.07 - $41.88 $2.78K - $3.14K
227 $8.56M
SSNC
Ss&C Technologies Holdings Inc

Technology
5
+ 1.31%
$81.85 - $90.2 $409 - $451
387 $34.4M
VREX
Varex Imaging Corp

Healthcare
207
+ 504.88%
$6.96 - $12.4 $1.44K - $2.57K
248 $3.08M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
212
+ 136.77%
$11.84 - $13.45 $2.51K - $2.85K
367 $4.65M
NUVB
Nuvation Bio Inc.

Healthcare
387
+ 53.23%
$1.94 - $3.9 $751 - $1.51K
1.11K $4.12M
APLE
Apple Hospitality Reit, Inc.

Real Estate
225
+ 22500.0%
$11.53 - $13.17 $2.59K - $2.96K
226 $2.72M
PINS
Pinterest, Inc.

Communication Services
162
+ 23.75%
$32.17 - $39.17 $5.21K - $6.35K
844 $27.2M
Labcorp Holdings Inc
9
+ 100.0%
N/A
18 $5.06M
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email